Dan Langworthy
Founder, Financial Advisor

Dan Langworthy has over 25 years in the financial services industry with an emphasis on creating a financial plan for clients that focuses on allowing clients to live their ideal lifestyle.

As a student of the financial services business, Dan continuously furthers his education through annual conferences as well as through the designations that he has obtained over the years.


CPWA – Dan obtained the Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business. The CPWA program focuses on four areas:

Human Dynamic
Ethics, behavioral finance, family dynamics

Wealth Management
Tax strategies, portfolio management, risk management, asset management

Client Specialization
Closely held business owners, executives, retirement

Legacy Planning
Charitable giving, estate planning, and wealth transfer

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Details about the CPWA® designation

CIMA - Dan obtained the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania. The CIMA program focuses on investment management with specific topics on:

  • Modern Portfolio Theory
  • Behavioral Finance
  • Asset Allocation
  • Manager Search and Selection
  • Investment Policy
  • Performance Measurement

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Details about the CIMA® designation